Business Intelligence

Make Better Decisions
With BI + AI

Turn conversations and business data into actionable dashboards. With MCP connectors and safe tool calling, MonoChat can reach your data sources, run analysis, and surface insights — in one unified BI workspace.

360°
Unified BI View
Channels + agents + data
Real-time
Dashboards
Live KPIs & alerts
MCP
Data Connectors
Bring your sources
AI-ready
Insights
Predictive + action

BI Capabilities

Build dashboards, track KPIs, and generate insights across your operations.

Customer Intelligence

Understand segments, behavior patterns, and lifecycle health.

  • RFM analysis (Recency, Frequency, Monetary)
  • Lifecycle & cohort tracking
  • Segmentation & persona building
  • Churn risk signals & retention insights

Revenue & Funnel Analytics

Track revenue drivers, conversions, and bottlenecks end-to-end.

  • Real-time revenue dashboard
  • Funnel & conversion tracking
  • Channel & agent contribution
  • Custom KPIs and drill-down reporting

Campaign & Growth Analytics

Measure ROI/ROAS and optimize campaigns across channels.

  • Attribution modeling
  • A/B test performance tracking
  • Multi-channel growth dashboards
  • Budget efficiency & ROAS insights

Financial Monitoring

Monitor financial health with operational clarity.

  • Revenue vs expense reporting
  • Profitability & margin tracking
  • Cashflow overview and trends
  • Cost analysis and optimization dashboards

Conversation Intelligence

Measure quality, speed, satisfaction, and agent effectiveness.

  • Response time and SLA tracking
  • CSAT / sentiment insights
  • Agent productivity metrics
  • Custom conversation reports via MCP + tools

AI Analytics & Predictive Planning

Use AI + MCP connectors to analyze data and plan what’s next.

  • Demand forecasting & trend prediction
  • Behavior prediction and scoring
  • Risk scenarios & revenue projections
  • Safe tool calling + MCP data connectors

BI Building Blocks

Connect data, define metrics, and operationalize insights.

MCP Connectors

Pull data from external systems and unify it in one BI layer.

  • Safe tool calling
  • Controlled permissions
  • Auditable actions

Dashboards & KPIs

Create KPI dashboards per team, channel, campaign, and agent performance.

  • Custom metrics
  • Drill-down reporting
  • Scheduled exports

AI Insights

Ask questions in natural language and get insights + next-best actions.

  • Forecasting
  • Anomaly alerts
  • Recommendations

Governance

Keep analytics secure with roles, audit logs, and access controls.

  • Role-based access
  • Audit logging
  • Workspace isolation

Industry Benefits

BI insights tailored to your operational reality.

E-commerce

Inventory optimization, conversion lift, and demand forecasting

Healthcare

Patient journey insights and operational planning

Finance

Risk analytics, customer profiling, and compliance-friendly reporting

Turn Analytics Into Action

Build BI dashboards, track KPIs, and let AI generate insights — all inside MonoChat.

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